PREPARE FOR LIFE’S “WHAT-IFS?”
WITH A PROTECTION PLAN

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ALIGNING YOUR LIFE GOALS
WITH YOUR FINANCES

At AMIAI, it all starts with a conversation. We’ll spend time getting to know you and your individual needs, assets, liabilities and debts. Then — once we’ve built a strong understanding of your unique situation — we’ll complete a full analysis of your financial goals, looking at everything from your spending habits to your retirement plan. In doing so, we would also consider life, critical illness, disability and health insurance to ensure all your current and future needs are met.

Together, we’ll create a plan to safeguard your wealth, your loved ones and your family’s future.

Life is Unpredictable, But Your Security Shouldn’t BE.

We’re Dedicated to Protecting Your Tomorrow Through...

Expertise

As a Chartered Life Underwriter (CLU) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who has been in the industry since 1991, your advisor Arun Mehra has the knowledge and experience required to help build and protect your resources.

A Holistic Approach

From your investments and your income to your insurance strategy, your wealth is composed of many moving parts that affect your life. We always look at each aspect of your finances and create a coordinated plan that works together for your overall goals.

Personalization

Understanding your unique set of circumstances and life goals is a central part of our approach. Once we know what’s most important to you and what your financial picture looks like, we create a plan entirely customized to your needs.

It’s Time to Have a Clear Plan for Your Finances

We’ll work with you to chart a course that protects your hard-earned wealth no matter how life unfolds.

Discover How We Help

Approaching Your Needs with an Experienced Perspective

Meet Arun Mehra, CFP^®, CLU, BCOMM

Arun Mehra started in the insurance and financial industry back in 1991 as a Life Insurance agent. Over the years, he developed a specialization in life and health insurance as well as financial strategizing for investing clients. As a Chartered Life Underwriter (CLU) and CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional, Arun Mehra not only offers a full range of products, but also possesses an in-depth understanding of how these options fit together. Through a relationship with Arun, you’ll be equipped with a holistic plan that will help you achieve your personal and financial goals.

In 1999, Arun established ARUN MEHRA INSURANCE AGENCY INCORPORATED (AMIAI). As an independent advisor, he represents most life insurance companies and mutual fund companies including banks. He's an Investment Fund Advisor with Investia Financial Services Inc.

Since 1992, Arun has been a member of Advocis, the Financial Advisors Association of Canada. As a client, this means that you’ll receive the best possible service from someone who is committed to professionalism, participates in continuing education programs, and puts your needs first.

What It Means to Us To Be Your Advisor

Explore your Life Insurance Options

Who We Work With

Just as you seek out a partner you can trust for your financial wellbeing, we do the same. Below is an outline of the different companies we trust and utilize to protect your resources and build your wealth.

Insurance Companies

Investment Companies

Are Your Resources Protected?

Could Your Investment Strategy Be Improved?

We partner with families looking to create a strategic plan to grow their wealth and protect them in the case of unexpected events. If you’d like to see how we can help, reach out to us for an informative conversation.

Schedule a Call

Developing Solutions that Fit Your Life

Protect Your Family | Plan for Your Goals | Grow Your Wealth

Protection Products We Offer

Investments

We’ll work with you to create an individualized investment plan that considers your risk tolerance, your short-term needs and long-term goals.

Life Insurance

In the case of an unexpected death, your family needs to have a plan. Having a life insurance policy is key to supporting your loved ones—we’ll work with you to identify the right policy for your needs.

Explore your Life Insurance Options

Health Insurance

Health insurance coverage helps ensure that you have access to the medical care you need, when you need it. AMIAI will partner with you to figure out which option matches your family’s needs.

Apply for Health and Dental Insurance

Travel Insurance

When travelling, you’re subject to any number of unexpected events, from trip delays and cancellations to baggage loss and medical emergencies. We’ll help you remain protected with an advanced travel insurance plan.

Canadians:
Apply for Travel Insurance
Visitors to Canada:
Apply for Travel Insurance

Disability Insurance

Income is the cornerstone of any financial plan. Without your income, will you be able to meet your financial goals or be able to pay your everyday living expenses? We can provide a free review of your current income protection plan and help you insure your monthly income.

Critical Illness

Despite increased lifespan, Canadians are more likely to experience a serious illness in their lifetime than ever before. Medical advancements are helping us overcome these illnesses, but there are often serious financial consequences. We can help you find solutions to avoid financial loss.

Get Started with a Quick Conversation

Whether you know what insurance products you need or you’d like to discuss your options, we invite you to reach out. We’re happy to see how we can help.

Schedule Time to Chat

Bringing Purpose to Your Financial Picture

ESTATE PLANNING

A strong, customized estate plan protects your business, your assets and your loved ones. With a plan in place, your wealth is distributed in a responsible way that limits stress and reduces tax implications for your family members and loved ones. When it comes to estate planning, we take a personal approach because everyone has different concerns. No matter what your priorities are, we’re ready to listen and find a solution that works for you.

Retirement Planning

A good retirement plan is like a puzzle, and it takes a knowledgeable financial expert to make sure that you have all the right pieces and they fit in just the right way. Working with an AMIAI financial planner will open the door to the secure financial future you didn’t think was possible. We’ll look at all the details, including your spending habits, your retirement goals and your appetite for risk. We’ll take all of these details into consideration and recommend a retirement plan that you can actually live with.

Business Succession

Whether you’re planning your retirement or you just want to try something new, eventually you’ll need to leave your business—but that doesn’t mean you can’t do it on your own terms. We’ll help you navigate the process by considering your options, including internal succession, family succession and selling your business.

Income Protection

It’s important to plan for potential losses that could upset the balance of our lives. That’s why we insure our homes, our cars, our businesses and even our electronics. Too often, however, we forget to protect our income. Meeting with a financial advisor to consider income protection options like life insurance, critical illness insurance and disability insurance can provide your family with the safety net they need, and the peace of mind they want.

It’s Time to Set Up a Plan for Your Future

Reach out to have a brief conversation. We look forward to learning more about you, your family and what you’re experiencing.

Schedule a Consultation

What Arun's Clients Say

I chose to work with Arun because he took my best interests at hand. Working with Arun is like working with family.

-Stephanie Gould, RMT

Arun is very easy to talk to and work with. I can think of no one better to handle your investments than Arun Mehra.

-Everett Coldwell, Software Developer and Analyst

He is the most knowledgeable person I know regarding the insurance industry. We are extremely happy and satisfied with everything he has done for us.

-Ali Nejat, Realtor, Developer, Builder & Partner Legacy Home Builders Ltd.

My husband and I first met with Arun in 2003, and we began working with him in 2004. Since then, we've found that his enthusiasm, along with his knowledge and expertise in the investment field, have helped us build a very profitable portfolio.

-Eileen Williams

Interested in Partnering with Arun Mehra?

Schedule Time to Talk

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PREPARE FOR LIFE’S “WHAT-IFS?”
WITH A PROTECTION PLAN

ALIGNING YOUR LIFE GOALS
WITH YOUR FINANCES

Life is Unpredictable, But Your Security Shouldn’t BE.